Hi, We were building many solutions to generate PDF and send it as an attachment via email. Generating /Creating PDF is one of the most awaiting feature. Here are the steps for the same. 1) Open Sales Hub APP 2) Navigate to APP Settings – at the bottom of the site map, select Change area , and select App Settings. 3) Under General Settings –> Overview –> Productivity Tools –> Convert to PDF –> Manage 4) Enable the settings on the entities. 4) Select Save.
Now go to Account form/Quote form/anything where the setting is enabled, you will see two buttons
1) Create PDF and then select the Quote Template
It shows two Options a) Save to Share point – It will automatically the PDF to Share Point and you can see it under Document grid of the record. b) Download a copy. 2) Email as PDF and then select the Quote Template. Once you select the Template, email record with is populated with the below values.
To – Potential customer of the quote From – Current user Attachments – The generated PDF, added as an attachment Regarding – Quote record from which the email was triggered Subject – Quote title
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